Relay Therapeutics, Inc.
RLAY- 交易所
- Nasdaq
- 產業
- Biological Products, (No Diagnostic Substances)
- SEC CIK
- 0001812364
近 90 天，Relay Therapeutics, Inc. 內部人申報 0 筆公開市場買進、14 筆賣出；2026 年第 2 季末有 259 家機構在 13F 申報持有，市值合計 $45.8 億；大師中只有杜肯家族辦公室持有。
2026 年第 1 季 13F 持有人
Relay Therapeutics, Inc. 在 2026/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 244
- 較 2025 年第 4 季 +22 家
- 持有股數
- 1.84 億
- 較 2025 年第 4 季 +2,065 萬 (+12.6%)
- 總市值
- $18.3 億
- 較 2025 年第 4 季 +$4.49 億 (+32.4%)
- 新進機構
- 51
- 另有 95 家加碼
- 清倉機構
- 29
- 另有 53 家減碼
另有 5 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 RLAY 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 259 | $45.8 億 |
| 2026 年第 1 季 | 244 | $18.3 億 |
| 2025 年第 4 季 | 227 | $14.7 億 |
| 2025 年第 3 季 | 199 | $8.67 億 |
| 2025 年第 2 季 | 208 | $5.92 億 |
| 2025 年第 1 季 | 208 | $4.38 億 |
| 2024 年第 4 季 | 200 | $6.76 億 |
| 2024 年第 3 季 | 195 | $11.6 億 |
| 2024 年第 2 季 | 179 | $8.27 億 |
| 2024 年第 1 季 | 189 | $11.0 億 |
| 2023 年第 4 季 | 177 | $14.0 億 |
| 2023 年第 3 季 | 172 | $11.0 億 |
| 2023 年第 2 季 | 161 | $16.4 億 |
| 2023 年第 1 季 | 157 | $21.6 億 |
| 2022 年第 4 季 | 165 | $19.1 億 |
| 2022 年第 3 季 | 162 | $27.6 億 |
| 2022 年第 2 季 | 148 | $20.2 億 |
| 2022 年第 1 季 | 140 | $33.8 億 |
| 2021 年第 4 季 | 131 | $34.1 億 |
| 2021 年第 3 季 | 132 | $28.9 億 |
| 2021 年第 2 季 | 125 | $32.6 億 |
| 2021 年第 1 季 | 137 | $29.6 億 |
2026 年第 1 季持有機構
每家機構持有 Relay Therapeutics, Inc. 的股數、市值與佔組合比重；股數變化跟 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Congress Asset Management Co | 618,938 | $615.8 萬 | 0.04% | +204,771+49.4% | 加碼 |
| Qube Research & Technologies Ltd | 619,652 | $616.6 萬 | 0.01% | +619,652 | 新進 |
| Arrowstreet Capital, Limited Partnership | 668,289 | $664.9 萬 | 0.00% | +668,289 | 新進 |
| Invesco Ltd. | 669,874 | $666.5 萬 | 0.00% | −195,607−22.6% | 減碼 |
| Squadron Capital Management LLC | 672,500 | $669.1 萬 | 2.68% | +672,500 | 新進 |
| Renaissance Technologies LLC | 673,599 | $670.2 萬 | 0.01% | +25,700+4.0% | 加碼 |
| Woodline Partners LP | 679,342 | $675.9 萬 | 0.03% | +2270.0% | 加碼 |
| Logos Global Management LP | 750,000 | $746.3 萬 | 0.38% | +750,000 | 新進 |
| Panagora Asset Management Inc | 818,041 | $814.0 萬 | 0.03% | +818,041 | 新進 |
| Connor, Clark & Lunn Investment Management Ltd. | 837,038 | $832.9 萬 | 0.02% | +447,475+114.9% | 加碼 |
| Vanguard Fiduciary Trust Co | 900,546 | $896.0 萬 | 0.00% | +900,546 | 新進 |
| Kalehua Capital Management LLC | 901,457 | $896.9 萬 | 6.35% | 00.0% | 不變 |
| Marshall Wace, LLP | 941,825 | $937.1 萬 | 0.01% | +941,825 | 新進 |
| Foresite Capital Management IV, LLC | 1,000,000 | $995.0 萬 | 4.20% | 00.0% | 不變 |
| Charles Schwab Investment Management Inc | 1,111,891 | $1,106 萬 | 0.00% | −24,811−2.2% | 減碼 |
| Baker Bros. Advisors LP | 1,160,117 | $1,154 萬 | 0.07% | 00.0% | 不變 |
| AQR Capital Management LLC | 1,290,032 | $1,284 萬 | 0.01% | +126,908+10.9% | 加碼 |
| Two Sigma Investments, LP | 1,369,149 | $1,362 萬 | 0.01% | −191,116−12.2% | 減碼 |
| Kynam Capital Management, LP | 1,424,259 | $1,417 萬 | 0.90% | 00.0% | 不變 |
| Morgan Stanley | 1,432,003 | $1,425 萬 | 0.00% | −586,461−29.1% | 減碼 |
| Alphabet Inc. | 1,564,173 | $1,556 萬 | 0.39% | −4,580−0.3% | 減碼 |
| Northern Trust Corp | 1,675,387 | $1,667 萬 | 0.00% | +536,699+47.1% | 加碼 |
| Vanguard Portfolio Management LLC | 1,863,565 | $1,854 萬 | 0.00% | +1,863,565 | 新進 |
| EcoR1 Capital, LLC | 1,904,762 | $1,895 萬 | 0.81% | +1,904,762 | 新進 |
| Price T Rowe Associates Inc | 1,924,938 | $1,915 萬 | 0.00% | +279,535+17.0% | 加碼 |
| Bank of America Corp | 1,937,695 | $1,928 萬 | 0.00% | +896,746+86.1% | 加碼 |
| MPM Oncology Impact Management LP | 2,359,586 | $2,348 萬 | 1.81% | +127,135+5.7% | 加碼 |
| Goldman Sachs Group Inc | 2,541,861 | $2,529 萬 | 0.00% | +682,227+36.7% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 2,590,000 | $2,577 萬 | 0.04% | +2,090,000+418.0% | 加碼 |
| Dimensional Fund Advisors LP | 2,940,536 | $2,925 萬 | 0.01% | +460,186+18.6% | 加碼 |
| Spruce Street Capital LP | 2,984,125 | $2,969 萬 | 7.14% | 00.0% | 不變 |
| Balyasny Asset Management LLC | 3,039,179 | $3,024 萬 | 0.06% | +939,267+44.7% | 加碼 |
| Geode Capital Management, LLC | 3,510,636 | $3,494 萬 | 0.00% | +101,273+3.0% | 加碼 |
| FMR LLC | 3,695,431 | $3,677 萬 | 0.00% | +3,533,209+2,178.0% | 加碼 |
| TCG Crossover Management, LLC | 4,273,356 | $4,252 萬 | 1.22% | +1,053,170+32.7% | 加碼 |
| Nextech Invest, Ltd. | 5,526,506 | $5,499 萬 | 3.87% | +825,000+17.5% | 加碼 |
| State Street Corp | 6,233,545 | $6,202 萬 | 0.00% | −192,566−3.0% | 減碼 |
| Vanguard Capital Management LLC | 7,387,465 | $7,351 萬 | 0.00% | +7,387,465 | 新進 |
| Bellevue Group AG | 7,795,242 | $7,756 萬 | 1.85% | −550,122−6.6% | 減碼 |
| Perceptive Advisors LLC | 9,751,141 | $9,702 萬 | 1.92% | +7,847,896+412.3% | 加碼 |
| BlackRock, Inc. | 12,975,299 | $1.29 億 | 0.00% | −253,203−1.9% | 減碼 |
| Casdin Capital, LLC | 14,418,574 | $1.43 億 | 10.86% | +1,415,000+10.9% | 加碼 |
| Commodore Capital LP | 17,000,000 | $1.69 億 | 9.79% | 00.0% | 不變 |
| SB Investment Advisers (UK) Ltd | 27,904,963 | $2.78 億 | 3.59% | 00.0% | 不變 |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −13,859,172−100.0% | 清倉 |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −1,289,800−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −1,141,880−100.0% | 清倉 |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −560,298−100.0% | 清倉 |
| Silverarc Capital Management, LLC | 0 | $0 | 0.00% | −398,167−100.0% | 清倉 |
| NEOS Investment Management LLC | 0 | $0 | 0.00% | −113,230−100.0% | 清倉 |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −84,163−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −82,559−100.0% | 清倉 |
| Jain Global LLC | 0 | $0 | 0.00% | −66,587−100.0% | 清倉 |
| Private Capital Advisors, Inc. | 0 | $0 | 0.00% | −59,311−100.0% | 清倉 |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −54,993−100.0% | 清倉 |
| Mayport, LLC | 0 | $0 | 0.00% | −49,681−100.0% | 清倉 |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −42,000−100.0% | 清倉 |
| Quest Partners LLC | 0 | $0 | 0.00% | −39,447−100.0% | 清倉 |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −33,236−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −32,658−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −30,645−100.0% | 清倉 |
| VARCOV Co. | 0 | $0 | 0.00% | −29,289−100.0% | 清倉 |
| PDT Partners, LLC | 0 | $0 | 0.00% | −28,906−100.0% | 清倉 |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −26,814−100.0% | 清倉 |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −23,126−100.0% | 清倉 |
| Winton Group Ltd | 0 | $0 | 0.00% | −16,000−100.0% | 清倉 |
| Opal Capital LLC | 0 | $0 | 0.00% | −11,401−100.0% | 清倉 |
| DRW Securities, LLC | 0 | $0 | 0.00% | −10,127−100.0% | 清倉 |
| Amalgamated Bank | 0 | $0 | 0.00% | −4,424−100.0% | 清倉 |
| Torren Management, LLC | 0 | $0 | 0.00% | −3,544−100.0% | 清倉 |
| Daiwa Securities Group Inc. | 0 | $0 | 0.00% | −486−100.0% | 清倉 |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −40−100.0% | 清倉 |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −10−100.0% | 清倉 |
| Vanguard Group Inc | – | – | – | – | 本季未申報 |
| Norges Bank | – | – | – | – | 本季未申報 |
| CIBC Private Wealth Group, LLC | – | – | – | – | 本季未申報 |
| Comerica Bank | – | – | – | – | 本季未申報 |
| Global Retirement Partners, LLC | – | – | – | – | 本季未申報 |